FULTON FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FULTON FAMILY FOUNDATION (EIN 23-3100987)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-08-11
- IRS object ID
- 202212239349100016
- Schema version
- 2021v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-11T11:00:26-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231928421 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FULTON BANK NA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3215 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 176043215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 233100987 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FULTON FAMILY FOUNDATION 40F040014A | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FULT | BusinessNameControlTxt |
| Phone | 7172912726 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3215 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 176043215 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY FULTON GINGRICH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7172912726 | PhoneNum |
| Signature | 2022-07-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE S LONG | PreparerPersonNm |
| PTIN | P00035562 | PTIN |
| Phone | 7172912726 | PhoneNum |
| Preparation | 2022-07-20 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,063,817 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $492,758 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $43,348 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,348 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $78,657 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $990,453 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $78,657 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $614,763 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $122,005 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,100 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,100 | CompOfcrDirTrstNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $13,736 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,736 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,309 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $252 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $128 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $16,273 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,088 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $65,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $81,423 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,088 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $65,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $533,340 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $106,917 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,552 | CashBOYAmt |
| Cash EOY | $2,174 | CashEOYAmt |
| Cash EOYFMV | $2,174 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $25,315 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $88,598 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $88,598 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $22,948 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,948 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $61,489 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,226,760 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,695,697 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,911,556 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,276,575 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,809,417 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,063,817 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,276,575 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,809,417 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,276,575 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,809,417 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,276,575 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,809,417 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,276,575 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $533,340 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,809,915 | SubtotalAmt |
| Other Decreases | $498 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,809,417 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (58 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 51.785 JOHCM INTERNATIONAL SELECT FD CL I | 2016-05-27 | 2021-03-19 | $1,567 | $939 | $628 | $628 | |
| 1. BERKSHIRE HATHAWAY INC CLASS A | 2021-07-27 | 2021-07-29 | $420,794 | $420,068 | $726 | $726 | |
| 1000. BROWN-FORMAN CORP CLASS B | 2021-07-21 | 2021-07-29 | $72,175 | $72,690 | -$515 | -$515 | |
| 134.093 CALAMOS MARKET NEUTRAL INC FD I SHARES | 2020-06-02 | 2021-03-19 | $1,884 | $1,782 | $102 | $102 | |
| 153.356 DIAMOND HILL LONG SHORT FD CL I | 2015-07-06 | 2021-03-19 | $4,455 | $3,737 | $718 | $718 | |
| 430.292 DOUBLELINE TOTAL RETURN BOND FD CL I | 2020-06-02 | 2021-03-19 | $4,514 | $4,574 | -$60 | -$60 | |
| 4839.762 DOUBLELINE TOTAL RETURN BOND FD CL I | 2016-05-27 | 2021-03-19 | $50,769 | $52,541 | -$1,772 | -$1,772 | |
| 124.937 FPA CRESCENT FUND INSTL CL | 2020-06-02 | 2021-03-19 | $4,945 | $3,824 | $1,121 | $1,121 | |
| 6455.735 FEDERATED STRAT VAL DIVID FD INSTL CL -662 | 2010-02-02 | 2021-03-19 | $34,861 | $42,577 | -$7,716 | -$7,716 | |
| 86.091 FEDERATED HIGH YIELD BD FD INSTL CL -900 | 2021-03-19 | 2021-08-12 | $858 | $848 | $10 | $10 | |
| 2983.582 FEDERATED HIGH YIELD BD FD INSTL CL -900 | 2020-06-02 | 2021-08-12 | $29,746 | $27,986 | $1,760 | $1,760 | |
| 1249.911 FEDERATED TOTAL RETURN BD FD INSTL CL -328 | 2002-01-31 | 2021-03-19 | $14,024 | $13,678 | $346 | $346 | |
| 64.492 GS EMERGING MARKETS DEBT FD INSTL SHS | 2021-03-19 | 2021-08-12 | $796 | $781 | $15 | $15 | |
| 2435.683 GS EMERGING MARKETS DEBT FD INSTL SHS | 2020-06-02 | 2021-08-12 | $30,081 | $27,986 | $2,095 | $2,095 | |
| 953.21 GS INTL SM CAP INSIGHT FD INSTL SHS | 2020-06-02 | 2021-03-19 | $12,916 | $9,971 | $2,945 | $2,945 | |
| 263.209 GS ABSOLUTE RETURN TR CL I | 2020-06-02 | 2021-03-19 | $2,690 | $2,408 | $282 | $282 | |
| 371.436 GOLDMAN SACHS GQG PARTNERS INTL OPPORT INSTL SHS | 2020-06-02 | 2021-03-19 | $6,723 | $5,642 | $1,081 | $1,081 | |
| 59.424 T ROWE PRICE INSTL LARGE CAP GRTH FD | 2020-06-02 | 2021-03-19 | $3,758 | $2,830 | $928 | $928 | |
| 240.159 JOHN HANCOCK III DISCP VAL MID CAP FD CL I | 2017-05-17 | 2021-03-19 | $6,357 | $5,296 | $1,061 | $1,061 | |
| 2610.634 PIMCO INTL BOND FD INST CL -103 US DOLLAR HEDGED | 2020-06-02 | 2021-03-19 | $28,482 | $27,986 | $496 | $496 | |
| 5871.442 PIMCO INTERNATIONAL BD FD UNHEDGED INSTL SHS | 2021-03-19 | 2021-08-12 | $60,300 | $60,652 | -$352 | -$352 | |
| 290.156 PIMCO ALL ASSET FUND INSTL CL | 2013-10-08 | 2021-03-19 | $3,714 | $3,550 | $164 | $164 | |
| 2841.581 PIMCO STOCKSPLUS INTL FD INSTL CL | 2018-03-26 | 2021-03-19 | $24,807 | $22,676 | $2,131 | $2,131 | |
| 3002.79 T ROWE PRICE INSTL FLOATING RATE FD | 2020-06-02 | 2021-03-19 | $29,247 | $27,986 | $1,261 | $1,261 | |
| 225.414 SMEAD VALUE FUND Y SHS | 2020-06-02 | 2021-03-19 | $13,899 | $9,467 | $4,432 | $4,432 | |
| 1842.768 TIAA-CREF LG CAP VAL IDX FD INSTL CL | 2020-06-02 | 2021-03-19 | $41,536 | $32,046 | $9,490 | $9,490 | |
| 225.742 TIAA-CREF LG CAP GRTH IDX FD INSTL CL | 2020-06-02 | 2021-03-19 | $11,032 | $8,736 | $2,296 | $2,296 | |
| 425.895 TIAA-CREF LG CAP GRTH IDX FD INSTL CL | 2020-06-02 | 2021-08-12 | $24,736 | $16,482 | $8,254 | $8,254 | |
| 31.895 UMB VALUE FD CL L -1368 | 2017-05-17 | 2021-03-19 | $2,573 | $2,057 | $516 | $516 | |
| CAPITAL GAIN DIVIDENDS | $46,214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,214 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $78,657 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,486 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,486 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,486 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,187 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,987 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,501 | OverpaymentAmt |
| Applied To ES Tax | $1,501 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | MARY FULTON GINGRICH | IndividualWithBooksNm |
| Phone | 7175604908 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 RANDOLPH DRIVE | AddressLine1Txt |
| City | LITITZ | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17543 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MARY FULTON GINGRICH | ||||||
| 550 RANDOLPH DRIVE | LITITZ | PA | 17543 | PRESIDENT | 3 | $600 |
| ANN M FULTON | ||||||
| 519 HAMILTON ROAD | LANCASTER | PA | 17603 | SECRETARY/TREASURER | 3 | $300 |
| CHRISTINE E MUNION | ||||||
| 1835 MILLERSVILLE PIKE | LANCASTER | PA | 17603 | DIRECTOR | 3 | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,737,620 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,276 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,768,896 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,768,896 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,533 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,742,363 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $87,118 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $87,118 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,486 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,486 | TotalTaxAmt |
| Distributable Before Adj | $85,632 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $85,632 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $85,632 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $65,150 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $65,150 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $85,632 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $60,485 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $65,150 | QualifyingDistributionsAmt |
| Applied To Year1 | $60,485 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,665 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $80,967 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARY FULTON GINGRICH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 RANDOLPH DRIVE | AddressLine1Txt |
| City | LITITZ | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17543 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7175604908 | RecipientPhoneNum |
| Form And Info And Materials | CONTACT THE PRESIDENT AT THE ADDRESS NOTED ABOVE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | CONTACT THE PRESIDENT AT THE ADDRESS NOTED ABOVE | SubmissionDeadlinesTxt |
| Restrictions On Awards | CONTACT THE PRESIDENT AT THE ADDRESS NOTED ABOVE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| LANCASTER COMMUNITY SAFETY COALITION | ||||||||
| PO BOX 1591 | LANCASTER | PA | 176081591 | N/A | PC | COMMUNITY CRIME PREVENTION | $5,000 | |
| MUSIC FOR EVERYONE | ||||||||
| 42 N PRINCE STREET | LANCASTER | PA | 17603 | N/A | PC | MAX CURTIS SCHOLARS PROGRAM | $2,500 | |
| LANCASTER GENERAL HEALTH FOUNDATION | ||||||||
| 609 N CHERRY STREET | LANCASTER | PA | 17602 | N/A | PC | FORMULA ROOM | $5,000 | |
| BOYS & GIRLS CLUB OF LANCASTER INC | ||||||||
| 116 SOUTH WATER ST | LANCASTER | PA | 17603 | N/A | PC | AFTER SCHOOL & SUMMER | $5,000 | |
| LANCASTER THEOLOGICAL SEMINARY | ||||||||
| 555 W JAMES STREET | LANCASTER | PA | 17603 | N/A | PC | WAY FORWARD CAMPAIGN | $5,000 | |
| LANCASTERHISTORYORG | ||||||||
| 230 N PRESIDENT AVENUE | LANCASTER | PA | 17603 | N/A | PC | WHEATLAND ROOF | $5,000 | |
| SCHREIBER CENTER FOR PEDIATRIC | ||||||||
| 625 COMMUNITY WAY | LANCASTER | PA | 17603 | N/A | PC | SUMMER PROGRAMS | $3,000 | DEVELOPMENT |
| LANCASTER COUNTY FOOD HUB | ||||||||
| 812 N QUEEN STREET | LANCASTER | PA | 17603 | N/A | PC | OPERATIONS | $2,500 | |
| GAUDENZIA INC | ||||||||
| 106 WEST MAIN STREET | NORRISTOWN | PA | 17602 | N/A | PC | LANCASTER VANTAGE HOUSE | $5,000 | |
| HOSPICE & COMMUNITY CARE | ||||||||
| PO BOX 4125 | LANCASTER | PA | 176044125 | N/A | PC | GENERAL OPERATIONS & | $3,000 | |
| SAMARITAN COUNSELING CENTER | ||||||||
| 1803 OREGON PIKE | LANCASTER | PA | 17601 | N/A | PC | TEENHOPE CAMPAIGN | $2,500 | |
| THE JANUS SCHOOL | ||||||||
| 205 LEFEVER ROAD | MOUNT JOY | PA | 17552 | N/A | PC | SCIENCE & KITCHEN SUPPLIES | $2,000 | |
| LANCASTER EMERGENCY MEDICAL | ||||||||
| 100 E CHARLOTTE STREET | MILLERSVILLE | PA | 17551 | N/A | PC | EQUIPMENT | $3,000 | SERVICES ASSOCIATION |
| MILAGRO HOUSE INC | ||||||||
| 669 W CHESTNUT STREET | LANCASTER | PA | 17603 | N/A | PC | EDUCATION | $2,500 | |
| LANCASTER COUNTY CONSERVANCY | ||||||||
| 117 SOUTH WEST END AVENUE | LANCASTER | PA | 17603 | N/A | PC | ENVIRONMENTAL CONSERVATION | $5,000 | |
| LANCASTER COUNTY PROJECT FOR | ||||||||
| 5813 WILD LILAC DRIVE | EAST PETERSBURG | PA | 17520 | N/A | PC | OPERATIONS | $2,500 | THE NEEDY |
| GIRLS ON THE RUN OF LANCASTER | ||||||||
| PO BOX 262 | LANDISVILLE | PA | 17538 | N/A | PC | SCHOLARSHIPS | $2,100 | |
| THE EDIBLE CLASSROOM | ||||||||
| 54 PENN STREET | WASHINGTON BORO | PA | 17582 | N/A | PC | ENVIRONMENTAL STEWARDSHIP | $2,050 | |
| LANCASTER SCIENCE CENTER | ||||||||
| 454 NEW HOLLAND AVENUE | LANCASTER | PA | 17602 | N/A | PC | PRE-K STEM & GIRLS CODING | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,150 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,348 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $78,657 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $122,005 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $122,005 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | RUFUS A FULTON JR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN SQUARE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $492,758 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1000 SHARES BROWN-FORMAN CORP - $72,690.OO 1 SHARE BERKSHIRE HATHAWAY INC - $420,067.50 | NoncashPropertyDesc |
| Fair Market Value | $492,759 | FairMarketValueAmt |
| Received | 2021-07-28 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 3,617 SHARES FULTON FINANCIAL | StockNm |
| EOY Book Value | $22,948 | EOYBookValueAmt |
| EOYFMV | $61,489 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS - SEE ATTACHED | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,695,697 | BookValueAmt |
| EOYFMV | $1,911,556 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUST. - MUTUAL FUND RECEIPTS/DISBURSEMENTS | Desc |
| Amt | $498 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $128 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODIAN & MANAGEMENT FEES (A | CategoryTxt |
| Amt | $13,736 | Amt |
| Net Investment Income | $13,736 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUFUS A FULTON JR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN SQUARE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17602 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $1,000 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $57 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $229 | $229 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $23 | $23 | $0 |